Independent Advisor Alliance »

Vg - U.s. Total Corp Bonds total corp bnd shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Vg - U.s. Total Corp Bonds total corp bnd (VTC) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Vg - U.s. Total Corp Bonds total corp bnd

Tip: Access up to 7 years of quarterly data

All positions including Vg - U.s. Total Corp Bonds total corp bnd held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vg - U.s. Total Corp Bonds total corp bnd by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 27k 77.49
2023-09-30 $967k 13k 72.45
2023-06-30 $983k 13k 75.66

More positions owned by Independent Advisor Alliance

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Advanced Micro Devices (AMD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for Independent Advisor Alliance

Top funds holding Vg - U.s. Total Corp Bonds total corp bnd

Nepc
Capital Asset Advisory Services
Axxcess Wealth Management
Wedmont Private Capital
Bank of America Corporation
GDS Wealth Management
Envestnet Portfolio Solutions
Financial Advocates Investment Management
UBS Group
Sensible Financial Planning & Management
Luther King Capital Management Corporation
Royal Bank of Canada
Adviser Investments
CI Private Wealth
Atria Wealth Solutions

View all funds holding Vg - U.s. Total Corp Bonds total corp bnd